SATURDAY, March 29, 2025
AAII Retirement and Investing Group
10:00 am to Noon
NOTE: Location — Zoom Webinar
Your Computer, Tablet or Smart Phone
TOPIC 1
Five Keys to Financial Success
Evan Press CFP®
A longtime, somewhat successful, investor and financial advisor, Evan shares his five keys to financial
success. The five are ones that anyone can learn and apply. No need to have a degree in finance or an
MBA. Rather, Evan has learned, and will share, how your “mindset and behavior” are more important
than your ability to calculate a Sharp Ratio. Whether you are just getting started as an investor or have
been at the game for twenty years, you will pick-up useful ideas that will make you a better investor.
Evan Press is a retired U.S. Diplomat and Certified Financial Planner, CFP®, and now serves as
President of the L.A. Chapter of AAII. He can be contacted at EvanLPress@gmail.com .
TOPIC 2
Can you solve it? The “math” of retirement
Chris Gomberg
How confident are you about your retirement. Sure, you have the money side covered. You have been
saving and investing for close to 40 years. But life, and especially retirement, is about much more than
having the money to pay your bills. Join us to hear Chris discuss the fears and myths about retirement.
How to reinvent yourself and engage with your community. And rather than take a haphazard or
spontaneous approach, it really is worth the effort to have a systematic approach. Learn how to have a
winning transition from work to retirement, and how to take care of the rest of your life.
Plenty of time for Q & A.
Chris Gomberg is a California licensed marriage and family therapist (LMFT) and Certified Professional
Retirement Coach (CPRC). He is a former director of the Employee Assistance Program (EAP) at
Cedars-Sinai. He now provides services through his private pre-retirement and retirement coaching
practice.
Chris obtained his master’s in education/counseling and Bachelor of Arts from the University of
Vermont and has been in the work/life, employee assistance program (EAP) field for over 40 years.
He can be reached at https://chrisgombergretirementcoach.com/ or by phone at 818.692.1934.
Moderator: Evan Press, CFP®
Evan Press is a Certified Financial Planner, CFP®, and the President of the L.A. Chapter of AAII. As he slides into retirement, he spends time doing pro-bono financial and investment advising through three non-profits, Wings for Widows, Foundation for Senior Services and Savvy Ladies.
If you have questions about the meeting or suggestions for future meetings, please send an email to EvanLPress@gmail.com or call 818.613.0869.
The American Association of Individual Investors is an independent, nonprofit corporation formed for the purpose of assisting individuals in becoming effective managers of their own assets through programs of education, information, and research.
Open to the Public.
While the meeting is free to everyone, we would appreciate donations to the Chapter. To donate, click HERE.
WEBINAR ACCESS
| AAII LA Chapter Retirement Group Meeting |
| Saturday, March 29, 2025 |
|
10:00 am – 12:00 pm Pacific Time (US and Canada)
Zoom Info/Link https://us02web.zoom.us/j/9139814862?pwd=dElzWFk4bGVlNVMreXlBS1FCK0FTUT09&omn=86158241067 Meeting ID: 913 981 4862 • +1 360 209 5623 US |
Questions? Contact: Evan Press, EvanLPress@gmail.com
818.613.0869